LiLLY Statement of Advice Automation

The first software in Australia to DIGITISE and AUTOMATE the Financial Planning Lifecycle.
LiLLY replicates existing Back Office and Paraplanning processes in a digitised environment to eliminate manual processing and the time and cost of SoA production.
Significantly reducing turn-around times, cost to produce SoAs and production risk LiLLY delivers unparalleled improvements to Practise productivity, margins and profitability.

Eliminating manual and paper based processing LiLLY transfers these core processes online:
1. Fact Find data auto loaded to lily and same day to your CRM
2. Auth to collect client data: Clients sign online and 'click submit'
3. Research Process Call: 24/7 Adviser 'Click to submit'
4. SoA Request: adviser driven 24/7 'click to submit'

With an exceptional level of personalisation, LiLLY will auto populate and create:

Risk only SoA
Super only SoA*
Super and Risk SoA*
TTR, Allocated Pension SoA*

*Software for these scenarios under construction

Finalisation of Lilly has to be close IMO as it was put on the back burner to get the portal up and running as stated by management in the podcasts.

It is through Lilly imo, is how management will achieve milestones. They have the clients sitting and waiting patiently imo.